Certified financial planner services in Pleasanton, CA
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Merrill Lynch Financial Advisor Michelle L Massey
● OpenMerrill Lynch Financial Advisor Michelle L Massey, located at 4900 Hopyard Road in Pleasanton, California, offers insights, observations, and ideas to help clients achieve their financial goals. With over 20 years of experience in the financial services industry, Michelle and her team provide wealth management services to corporate executives and their families, specializing in corporate benefit programs. Michelle is dedicated to serving her community through volunteering and is committed to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, Michelle can help clients create personalized financial plans centered on their goals. By understanding each client's unique situation and priorities, Michelle can provide tailored advice and guidance to help clients pursue their most important goals. Whether planning for retirement, buying a home, or funding a child's education, Michelle works with clients to address changes in their lives and the financial markets to help them achieve their goals. As a Merrill Lynch Wealth Management Advisor, Michelle is committed to helping clients navigate the complexities of their financial lives and build customized investment approaches to pursue their goals. Michelle Massey is registered to do business in several states and holds certifications as an Accredited Asset Management Specialist™ and Certified Financial Planner™. Investing involves risk, but with the right advisor like Michelle Massey, clients can access personalized investment strategies and comprehensive financial solutions to live their best financial lives.
4900 Hopyard Rd # 140, Pleasanton, CA 94588, United States -
Merrill Lynch Financial Advisor Kawa R Najim
● OpenMerrill Lynch Financial Advisor Kawa R Najim, located at 4900 Hopyard Road, Pleasanton, California, United States, offers personalized financial planning services. With over 30 years of experience in engineering and finance, Kawa Najim understands the importance of a holistic approach to financial advising. He believes in taking the time to truly understand his clients' goals, priorities, and unique situations before developing a sound financial strategy. As a CERTIFIED FINANCIAL PLANNER™ professional, Kawa Najim is dedicated to helping his clients achieve their financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. With access to the investment insights of Merrill and banking solutions from Bank of America, Kawa Najim works with his clients to develop personalized investment approaches tailored to their needs. By regularly reviewing and adjusting their financial plans, he helps his clients stay on track to achieve their goals. Whether you're looking to build wealth, protect your assets, or plan for the future, Merrill Lynch Financial Advisor Kawa R Najim is committed to helping you navigate the complexities of your financial life and pursue your goals.
4900 Hopyard Rd, Pleasanton, CA 94588, United States -
Merrill Lynch Financial Advisor Douglas M. Robbins
● Opene Merrill Lynch Financial Advisor Douglas M. Robbins is located at 4900 Hopyard Road in Pleasanton, California. Douglas M. Robbins, CFP®, CPFA™, RAFA, is a First Vice President and Wealth Management Advisor at Merrill Lynch, with a focus on creating personalized wealth management strategies for individuals and businesses to help them achieve their financial goals. With a background in finance and extensive experience in managing diverse organizations, Doug takes a comprehensive approach to wealth management, including portfolio management, employee benefits, insurance, tax minimization, and estate planning strategies. He is dedicated to building strong client relationships based on trust and personalized service. Doug believes in an interactive relationship with his clients, starting with clearly identifying and defining their financial goals and objectives. He holds various FINRA registrations and is a licensed Life Insurance Agent, as well as a CERTIFIED FINANCIAL PLANNER certificant and a Certified Plan Fiduciary Advisor. His advanced training and expertise in financial planning make him well-equipped to help clients achieve their financial goals.
4900 Hopyard Rd, Pleasanton, CA 94588, United States -
SJ Accounting Consulting CPA CFP
● ClosedSJ Accounting Consulting CPA CFP is a premier accounting and finance institution located in Pleasanton, California. Our team of experienced Certified Public Accountants (CPAs) and Certified Financial Planners (CFPs) offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and maximize their financial success. Visit us at 4695 Chabot Drive to learn more about how SJ Accounting Consulting CPA CFP can help you navigate the complexities of accounting and finance.
4695 Chabot Dr Suite 200, Pleasanton, CA 94588, United States -
Benjamin W. Wong, CFP
● ClosedBenjamin W. Wong, CFP is a prestigious financial institution located at 7011 Koll Center Parkway in Pleasanton, California, United States. As a Certified Financial Planner, Benjamin W. Wong offers expert financial planning and investment advice to individuals and businesses looking to secure their financial future. With a strong commitment to personalized service and a proven track record of success, Benjamin W. Wong, CFP is a trusted partner for all your financial needs.
7011 Koll Center Pkwy Suite #260, Pleasanton, CA 94566, United States
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